401(k) · DOL Form 5500 · 2023

Lad Lake, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
235
Participants Below avg headcount
47th
Percentile by assets National rank
$24,157
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lad Lake 401(k) Plan · Sponsored by Lad Lake, Inc. · Wisconsin · Healthcare & Social Assistance

$6M in assets, 235 participants

Lad Lake, Inc.'s Lad Lake 401(k) Plan reported $6M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 47th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,076 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Lad Lake 401(k) Plan covers 235 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#9,076
in Healthcare & Social Assistance (17,684 peers)
+10.5%
assets growth YoY

Lad Lake 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lad Lake 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,676,993 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lad Lake 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lad Lake 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lad Lake 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $537K in the plan year 2023 filing.
  • Lad Lake 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lad Lake 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390806398 · Lad Lake, Inc. PY 2023 · 401(k)

Lad Lake 401(k) Plan · $6M · 235 · 47th

  • BOOK $6M
  • VS-ST 235
  • BOY 47th
  • SCH 401(k)
  • EBSA near Triangle Tech, Inc. 401(k) and Profit Sharing Plan
  • PART ind #9076

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Lad Lake 401(k) Plan in the asset neighbourhood

Lad Lake 401(k) Plan$6MTriangle Tech, Inc. 401(k) and Profit Sharing PlanTriangle Tech, Inc. 401(k) a…$6MForcura, LLC 401(k) Plan$6MVikor Scientific LLC 401(k) PlanVikor Scientific LLC 401(k) …$6MDiaz Anselmo & Associates 401(k) PlanDiaz Anselmo & Associates 40…$6M
End-of-year total assets ($M) among Lad Lake 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$537K
Employer EIN390806398
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lad Lake, Inc.)

Sponsor-wide plan assets over time

All Lad Lake, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.109222262993704% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.14M $6.58M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 219 $5M
2023 1 235 $6M
2024 1 242 $7M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lad Lake 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lad Lake 401(k) Plan, Total assets ($B): 0.005676993 · Participants: 235Lad Lake 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lad Lake 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lad Lake 401(k) Plan side-by-side with 3 peers →

Lad Lake 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Triangle Tech, Inc. 401(k) and Profit Sharing Plan in PA ($6M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lad Lake 401(k) Plan assets move in 2023? ▼
Lad Lake 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $5M to $6M. Reported net income was $537K.
How have Lad Lake, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lad Lake, Inc.'s sponsor-wide assets grew 28.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Lad Lake 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triangle Tech, Inc. 401(k) and Profit Sharing Plan in PA ($6M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Lad Lake 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390806398.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.